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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: TTOSBT who wrote (150649)	1/7/2000 4:35:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Hi!! RE: Opportunity knocks How does an investor play this? The take-away here is that PC demand remains very strong. Any selloff on investor panic is, we believe, a good buying opportunity. Intel has been quite public declaring that although its Pentium III production ramp is the steepest in its history, demand is simply outstripping supply. PC unit sales are up 24% for the first three quarters of '99 -- the strongest pace since 1995! This during a year that was expected to yield unit growth of about 15%. And since Y2K may result in pent-up demand pushing up first quarter earnings estimates for 2000, we believe computer hardware makers could witness upward momentum in their shares as investors shift focus to Q1 2000 earnings. Thanks...I guess you found an analyst or writer that is actually thinking long term... :o) Best, Kemble